Change Management

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Source: DataSource
Language: English
Topic: Change Management
SubTopic: ADKAR
Last Edit By: DochyJP
LastEdit: 2021-04-15
Document type: Training
Status: Active
Access: free

Introduction

What is Change Management

Context and objectives

When introducing a change to the organization, we are ultimately going to be impacting one or more of the following four parts of how the organization operates:

  • Processes
  • Systems
  • Organization structure
  • Job roles

While there are numerous approaches and tools that can be used to improve the organization, all of them ultimately prescribe adjustments to one or more of the four parts of the organization listed above. Change typically results as a reaction to specific problems or opportunities the organization is facing based on internal or external stimuli. While the notion of 'becoming more competitive' or 'becoming closer to the customer' or 'becoming more efficient' can be the motivation to change, at some point these goals must be transformed into the specific impacts on processes, systems, organization structures or job roles. This is the process of defining 'the change'.

Ultimately, the goal of change is to improve the organization by altering how work is done.


Change Management vs Project Management

However, it is not enough to merely prescribe 'the change' and expect it to happen - creating change within an organization takes hard work and structure around what must actually take place to make the change happen. To begin, lets look at the formal definitions of project management and change management - two key disciplines required to bring a change to life. These are two commonly accepted definitions that help us begin to think about these two distinct but intertwined disciplines.

  • Project Management : Project management is the application of knowledge, skills, tools and techniques to project activities to meet project requirements.
    Project management is accomplished through the application and integration of the project management processes of initiating, planning, executing, monitoring and controlling, and closing.
    From PMBOK® Guide, Third Edition
  • Change management : Change management is the process, tools and techniques to manage the people-side of change to achieve the required business outcome. Change management incorporates the organizational tools that can be utilized to help individuals make successful personal transitions resulting in the adoption and realization of change.


Project Vs Change Management.png

As shown in the figure above, both project management and change management support moving an organization from a current state (how things are done today), through a transition state to a desired future state (the new processes, systems, organization structures or job roles defined by 'the change'). Project management focuses on the tasks to achieve the project requirements. Change management focuses on the people impacted by the change.

Any change to processes, systems, organization structures and/or job roles will have a 'technical' side and a 'people' side that must be managed. Project management and change management have evolved as disciplines to provide both the structure and the tools needed to realize change successfully on the technical and people side.

Caption text
Discipline Process Tools
Project
management
  • Initiating
  • Planning
  • Executing
  • Monitoring and controlling
  • Closing
Tools
  • Statement of work, project charter, business case
  • Work breakdown structure, budget, estimations, resource allocation, schedule
  • Tracking, risk identification and mitigation, reports on performance and compliance
Change
management
*Planning for change
  • Managing change
  • Reinforcing change
*Individual change model
  • Communications
  • Sponsorship
  • Coaching
  • Training
  • Resistance management


Separate but integrated in practice

So far project management and change management have been discussed as two distinct disciplines. While separate as fields of study, on a real project change management and project management are integrated. The steps and activities move in unison as teams work to move from the current state to a desired future state.

As an example, think about what activities occur during the planning phase of a project:

On the project management side, teams are identifying the milestones and activities that must be completed. They are outlining the resources needed and how they will work together. They are defining the scope of what will be part of the project and what will not be.

From a change management side, teams begin crafting key messages that must be communicated. They work with project sponsors to build strong and active coalitions of senior leaders. They begin making the case of why the change is needed to employees throughout the organization, even before the specific details of the solution are complete. The most effective projects integrate these activities into a single project plan.


Summary

Change Management Process

Change Management Strategy

Situational awareness

Supporting structure

Strategy analysis

What's next

Prepare for change

Define your change management strategy

Identifying Change Characteristics

Assessing the Organization

Creating a change management strategy

Next steps

Prepare your change management team

Acquiring resources

Assessing team competencies

Preparing the change management team

Develop your sponsorship model

Identifying sponsors and stakeholders

Assessing sponsor competencies

Preparing sponsors

Managing changes

Develop Change Management Plans

Communications Plan

Coaching plan

Resistance Management Plan

Training Plan

Take action and implement plans

Integrate

Implement

Track

Evaluate

Reinforcing change

Collect and analyze feedback

Listening to employees and gathering feedback

Auditing compliance

Analyzing change management effectiveness

Diagnose gaps and manage resistance

Identifying root causes and pockets of resistance

Developing corrective actions

Enabling sponsors and coaches

Implement corrective actions and celebrate successes

Implementing corrective actions

Celebrating early successes and reinforcing the change

Conducting after-action reviews

Transferring ownership

Toolkit

Change Characteristics Assessment

Change Characteristics Worksheet

Organizational Attributes Assessment

Change Management Strategy

Team Member Competency Assessment

Primary Sponsor Assessment

Prosci-Sponsorship-Diagram

Communications Plan Template

Change Management Plan Template

Sample Template for Training Supervisors on Change Management

Sample Group Coaching Agenda

Sample Individual Coaching Plan

Communications Plan – Message Guidelines for Employees

Communications Plan – Message Guidelines for Executives

Communications Plan – Message Guidelines for Managers

Communication Plan Template

Primary Sponsor Plan Template

Change Management Competency Assessment for Managers and Supervisors

Resistance Assessment Worksheet

Training Needs Assessment Template

Training Requirements Template

Change Management Manager

Employee Feedback Assessment

Feedback and Compliance Presentation Template

Corrective Action Plan Template

E-Learning

Concepts and principles in change management 100

Senders and receivers

Resistance and Comfort

Authority of change

Value Systems

Incremental vs radical change

The right answer is not enough

Change is a process